The Memory Boom Has Been a Gift to Micron. For Apple, It's Becoming a Problem. Or Is It?

The whipping post

Key Points Apple CEO Tim Cook said in a recent interview that price increases on the company’s products are unavoidable. The same memory shortage fueling record profits at chipmakers like Micron is now raising Apple’s component costs. Apple’s products segment’s gross margin slipped last quarter, even as its overall results set March-quarter records. 10 stocks … Read more

SpaceX Has a Glaring Problem. Here's What Investors Can Do About It.

The whipping post

Key Points SpaceX is losing money, so its investment thesis depends on future growth. The company plans to rapidly scale the production and deployment of AI compute satellites. Operating these satellites in sun-synchronous orbit could lead to severe light pollution. 10 stocks we like better than Space Exploration Technologies › Where to invest $1,000 right … Read more